Summary: Administer training program that educates approximately 4,000 credit union employees in tax law and tax return preparation.-Established initial training and continuing education requirements and monitored compliance of 4,000+ preparers-Developed training scripts guiding preparers through tax law basics and tax returns preparation in software-Identified, recruited, and prepared instructors using train-the-trainer procedures-Coached instructors and provided suggestions for improving their effectiveness in delivering the training material -Incorporated feedback from instructors and students to improve efficiency and effectiveness of training materials -Designed and formulated online training classes to refresh skills and disseminate information to preparers-Restructured entire training program to virtual format during Covid-19 pandemic-Coordinated group and individual instruction to meet needs of employees of various aptitudes and abilities-Orchestrated scheduling for approximately 160 annual training days using 125 instructors in multiple facilities-Synchronized internal training plan with IRS-established training to provide best possible learning environment -Oversaw day-to-day operations of Tax Preparation Services department

-Determined credit worthiness of clients by analysis of credit reports and debt calculations-Approved and underwrote various loan packages (mortgages, home equity, vehicle, personal, credit cards)-Ensured compliance in loan approval by documenting special cases and exceptions as necessary-Resolved account problems and balancing issues for clients-Coached clients on proactive measures to handle their finances efficiently and effectively-Reconciled and collected delinquent loans through phone calls and written correspondence-Prepared tax returns through IRS VITA and SECU low-cost tax preparation programs; trained and assisted others -Supervised and trained employees in SECU process/procedure; assisted branch manager with required reports